Nextera Energy

Q2 FY2026 EarningsQ2 FY26 adjusted EPS of $1.15 beat consensus of $1.11 by 3.6%, driven by strong operational execution at FPL and 3.6 GW in new renewables backlog additions at NEER. Total revenue of $7.53B missed the $8.17B estimate (-7.8%), though FPL's regulatory capital grew 9.3% YoY. Management reaffirmed FY26 EPS guidance at the high end of the $3.92-$4.02 range, while the proposed Dominion Energy merger remains on track for a 2027 close.